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SPDR Portfolio S&P 500 Growth ETF
SPYG

Overview Fund Activity

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$425M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$117M
3
Stifel Financial
3
Stifel Financial
Missouri
$95.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.4M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$48.1M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2.33M
2
AssetMark Inc
2
AssetMark Inc
California
$47K
3
Bank of America
3
Bank of America
North Carolina
$144M
4
Ameriprise
4
Ameriprise
Minnesota
$91.5M
5
PC
5
Permanens Capital
New York
$952K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$17.9M +$17.9M +501,560 New
MWPCG
52
Measured Wealth Private Client Group
New Hampshire
$17.8M +$465K +13,010 +3%
CFS
53
Cannon Financial Strategists
Georgia
$17.3M -$184K -5,136 -1%
SS
54
Simplicity Solutions
Minnesota
$17.2M +$6.04M +169,078 +54%
KA
55
Klingman & Associates
New York
$16.6M +$16.6M +464,766 New
BlackRock
56
BlackRock
New York
$15.3M +$5.73M +160,269 +60%
RJA
57
Raymond James & Associates
Florida
$15.1M -$8.02M -224,294 -35%
T
58
TrueFG
Texas
$14.4M -$449K -12,562 -3%
SAM
59
Shone Asset Management
California
$14.3M +$14.3M +361,154 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$14.1M +$967K +27,049 +7%
TCM
61
Tradewinds Capital Management
Washington
$14M +$4.23M +118,419 +44%
HighTower Advisors
62
HighTower Advisors
Illinois
$13.3M +$3.76M +105,282 +40%
CWA
63
Clarus Wealth Advisors
Arizona
$13.1M +$3.22M +93,369 +33%
IWM
64
IHT Wealth Management
Illinois
$12.9M +$8.6M +240,545 +201%
PWM
65
Provident Wealth Management
Tennessee
$12.8M -$467K -13,060 -4%
FC
66
Financial Consulate
Maryland
$12.7M +$12.7M +355,980 New
CM
67
Churchill Management
California
$12.5M +$57.5K +1,608 +0.5%
VRM
68
Vectors Research Management
New York
$12.5M +$1.43M +39,945 +13%
SFM
69
Signet Financial Management
New Jersey
$12.3M +$1.59M +38,847 +15%
CWM
70
Connecticut Wealth Management
Connecticut
$11.4M -$11.9M -334,048 -51%
TW
71
Transform Wealth
Colorado
$11.3M +$3.66M +102,361 +48%
RA
72
Riversedge Advisors
Delaware
$11.3M +$11.3M +315,647 New
FWM
73
Foresight Wealth Management
Utah
$11.2M +$216K +6,041 +2%
UCFA
74
United Capital Financial Advisors
Texas
$10.8M -$6.55M -183,212 -38%
AIG
75
American International Group
New York
$10.7M – – –
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